Working with Operations and Accounts
Once created, group Bookings need to be viewed, edited, added-to, reported-on and otherwise maintained. Tourplan NX arranges these maintenance operations into three categories; Booking Details, Itinerary, and Operations and Accounts (there is another category at the top of the menu structure, called the Dashboard, but this is solely for viewing purposes - all fields in the Dashboard view are read-only). Each category has a number of sub-categories that group related screens and fields together, enabling relevant management tasks to be carried out on the Booking.
This chapter describes the functions and procedures related to maintaining Operations and Accounts, including working with invoices.
Operations and Accounts View
The Operations and Accounts view picks up the remaining menu options related to modifying an existing Booking that are not already covered in one of the other Groups menus. As with changing general Booking details or itinerary information, there are several menu options, depending on the type of change needed.
The following graphic shows the Groups Operations and Accounts menu matched with corresponding procedures in the Groups User Manual.
